| DDimensional维度ETF信托DFAC |
| 33.32% | 31.76% | $1.80亿 | 406.1万股 | $1.47亿 | 379.2万股 | +27.0万股+7.12% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 10.91% | 10.87% | $5,888.4万 | 158.3万股 | $5,043.2万 | 141.9万股 | +16.4万股+11.55% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 9.15% | 9.76% | $4,942.4万 | 60.1万股 | $4,525.4万 | 54.7万股 | +5.4万股+9.96% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 6.86% | 6.49% | $3,703.9万 | 45.1万股 | $3,012.7万 | 42.4万股 | +2.8万股+6.55% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 5.47% | 5.76% | $2,955.5万 | 70.2万股 | $2,670.0万 | 63.2万股 | +6.9万股+10.93% | 加仓 |
| V先锋领航指数基金VNQ |
| 5.26% | 5.16% | $2,838.3万 | 29.3万股 | $2,392.4万 | 27.0万股 | +2.3万股+8.69% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.18% | 5.73% | $2,797.6万 | 68.1万股 | $2,659.4万 | 68.3万股 | -1,732股-0.25% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.49% | 3.25% | $1,885.6万 | 47.5万股 | $1,508.6万 | 43.7万股 | +3.8万股+8.78% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.74% | 2.68% | $1,478.8万 | 18.8万股 | $1,244.3万 | 15.7万股 | +3.1万股+19.73% | 加仓 |
 HOME BANCSHARESHOMB |
| 2.62% | 3.38% | $1,413.6万 | 48.9万股 | $1,566.3万 | 58.2万股 | -9.2万股-15.90% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 2.53% | 2.57% | $1,363.9万 | 16.6万股 | $1,193.0万 | 16.6万股 | +879股+0.53% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.69% | 1.81% | $911.6万 | 23.2万股 | $839.5万 | 24.8万股 | -1.6万股-6.25% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.94% | 0.99% | $509.6万 | 19.4万股 | $459.1万 | 19.4万股 | +83股+0.04% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.89% | 1.05% | $480.9万 | 9.6万股 | $485.7万 | 9.6万股 | -320股-0.33% | 减仓 |
| G通用动力VTI |
| 0.82% | 0.86% | $445.2万 | 1.2万股 | $398.9万 | 1.2万股 | -376股-3.02% | 减仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.67% | 0.8% | $363.4万 | 16.1万股 | $370.1万 | 16.3万股 | -1,912股-1.17% | 减仓 |
 苹果AAPL |
| 0.63% | 0.63% | $338.6万 | 1.2万股 | $290.2万 | 1.1万股 | +68股+0.59% | 加仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.58% | $304.1万 | 1.0万股 | $268.2万 | 1.0万股 | -152股-1.48% | 减仓 |
 微软MSFT |
| 0.45% | 0.52% | $241.0万 | 6,272股 | $242.2万 | 6,543股 | -271股-4.14% | 减仓 |
| HHAPPEN INCHAPN |
| 0.39% | — | $210.7万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.32% | 0.33% | $172.4万 | 2,515股 | $151.2万 | 2,531股 | -16股-0.63% | 减仓 |
 万豪MAR |
| 0.32% | 0.33% | $171.3万 | 4,651股 | $152.1万 | 4,650股 | +1股+0.02% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.3% | 0.32% | $160.8万 | 1.9万股 | $146.9万 | 1.9万股 | -25股-0.13% | 减仓 |
| V先锋领航·TOTALBND |
| 0.24% | 0.3% | $131.6万 | 1.8万股 | $140.2万 | 1.9万股 | -1,028股-5.40% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.18% | 0.18% | $96.6万 | 3.3万股 | $83.9万 | 3.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.17% | 0.17% | $93.2万 | 3,858股 | $80.6万 | 3,869股 | -11股-0.28% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.16% | 0.17% | $85.8万 | 1.2万股 | $79.2万 | 1.2万股 | -166股-1.34% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.16% | 0.17% | $84.1万 | 1.4万股 | $77.6万 | 1.4万股 | -159股-1.11% | 减仓 |
| IiShares安硕信托IVV |
| 0.15% | 0.13% | $79.8万 | 1,065股 | $61.3万 | 938股 | +127股+13.54% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.14% | 0.15% | $75.6万 | 2.1万股 | $68.9万 | 2.0万股 | +421股+2.08% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.13% | 0.16% | $72.1万 | 3,359股 | $73.5万 | 3,357股 | +2股+0.06% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.13% | 0.14% | $71.8万 | 1.4万股 | $62.9万 | 1.4万股 | -26股-0.19% | 减仓 |
 英伟达NVDA |
| 0.13% | 0.11% | $70.1万 | 3,549股 | $49.5万 | 2,836股 | +713股+25.14% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.12% | 0.13% | $65.9万 | 7,980股 | $61.2万 | 8,292股 | -312股-3.76% | 减仓 |
| IiShares安硕信托SGOV |
| 0.11% | 0.13% | $61.6万 | 6,136股 | $62.4万 | 6,196股 | -60股-0.97% | 减仓 |
| S嘉信·USSCHX |
| 0.1% | 0.11% | $56.4万 | 1.9万股 | $49.2万 | 1.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.09% | 0.09% | $48.7万 | 1,349股 | $39.6万 | 1,378股 | -29股-2.10% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.08% | 0.1% | $45.2万 | 9,344股 | $44.8万 | 9,344股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.08% | — | $43.7万 | 4,500股 | $0 | 0股 | +4,500股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.07% | 0.01% | $37.3万 | 1,250股 | $2.4万 | 100股 | +1,150股+1,150.00% | 加仓 |
 Meta平台META |
| 0.07% | 0.07% | $35.7万 | 583股 | $32.6万 | 570股 | +13股+2.28% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.06% | 0.04% | $33.2万 | 927股 | $17.3万 | 603股 | +324股+53.73% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.06% | 0.06% | $32.0万 | 2,048股 | $28.3万 | 2,048股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.05% | 0.05% | $29.2万 | 840股 | $25.2万 | 833股 | +7股+0.84% | 加仓 |
 摩根大通JPM |
| 0.05% | 0.05% | $27.7万 | 831股 | $23.8万 | 808股 | +23股+2.85% | 加仓 |
| EENSIGNENSG |
| 0.05% | 0.07% | $27.0万 | 1,640股 | $33.0万 | 1,638股 | +2股+0.12% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.05% | 0.05% | $25.2万 | 4,350股 | $25.5万 | 4,350股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.05% | — | $24.7万 | 719股 | $0 | 0股 | +719股 | 新买入 |
| V先锋领航·TOTALBNDX |
| 0.04% | 0.1% | $22.6万 | 4,685股 | $47.3万 | 9,835股 | -5,150股-52.36% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.04% | 0.04% | $21.1万 | 422股 | $20.0万 | 417股 | +5股+1.20% | 加仓 |
